A CharmHealth Newsletter

April 2026

Support Open House

IN-PERSON TRAINING, FIRST FRIDAY OF EVERY MONTH

To make support more accessible to our users, we are opening up our offices on the first Friday of every month so that you can walk in and get the help you need directly from our representatives. The Support Open House is your opportunity to connect with our support team in-person to ask questions, troubleshoot workflows, and get personalized guidance to optimize your CharmHealth experience. If you're not currently using CharmHealth, you're also invited to join us to explore the platform, see it in action, and learn how it can support your practice. Sign up below for our next FREE session Friday, May 1 from 10AM-4PM PST.

Seamless Connectivity Between Care Settings

CHARMHEALTH INTEGRATES WITH MATRIXCARE

Our integration with MatrixCare delivers a truly connected care experience by enabling effortless communication between systems. Built as a powerful bi-directional integration, it automates the flow of patient information- eliminating manual data entry, reducing errors, and ensuring real-time accuracy. With synchronized data across platforms, practices can collaborate more effectively, streamline workflows, and provide coordinated, high-quality care across every stage of the patient journey.

What this integration means:

Real-time data exchange: Patient records, updates, and clinical information are instantly synced between systems
Reduced administrative burden: Eliminate duplicate data entry and manual processes, freeing up staff to focus on patient care instead of paperwork
Enhanced Accuracy and Compliance: Automated data flow minimizes errors and helps maintain consistent, audit-ready records across platforms

LEARN MORE

CharmCopilot: AI, Built into your Workflow

SMARTER CARE STARTS HERE

Meet CharmCopilot— your practice's AI-powered productivity partner, built directly into the CharmHealth EHR to support every role across your practice.

Unlike standalone AI tools, CharmCopilot is seamlessly embedded within your workflow- understanding patient context in real time and delivering intelligent, role-aware support across clinical, operational, and administrative tasks.


Front Office Respond to common patient inquiries quickly and consistently Assist with scheduling to reduce back and forth Draft and send appointment confirmations, reminders and follow-ups Improve overall patient experience from the first interaction	Nursing Triage Summarize patient messages to quickly identify key concerns Highlight symptoms and prioritize urgent cases Suggest next steps based on clinical context Reduce time spent reviewing long message threads

Clinical Workflows Generate draft clinical notes and summaries Assist with chart review and patient history insights Create follow-up instructions quickly and accurately Minimize time spent in the EHR while maintaining quality documentation	Back Office Support billing and coding workflows with automation Assist with claim reviews and documentation checks Streamline internal communication across teams Improve efficiency, accuracy, and turnaround times

LEARN MORE

On the Road with CharmHealth

BRIDGING INNOVATION AND PATIENT CARE AT APA

Psychiatry is evolving and so are the tools that support it. This May 16-20, we're bringing our AI-enhanced solution to the American Psychiatric Association's (APA) Annual Meeting in San Francisco.

We know that taking control of a practice starts with smarter systems. That's why we built an all-in-one platform that already empowers thousands of behavioral health professionals to simplify complex workflows and deliver higher-quality care. Heading to the Moscone Center? Stop by Booth #1534; we'd love to show you how our technology can support your team's mission.

Customer Story: Growth Without Friction

HOW TELEMYND SCALED OPERATIONS BY 1000%

How does a national provider handle a 1000% surge in volume? Telemynd shares how they leveraged our intelligent automation to scale behavioral health operations for veterans and underserved groups. From improving productivity 5x to halving required billing headcount, their story is a must-read for any growing practice.

Join the Exclusive Provider Community

CONNECT AND COLLABORATE ON CHARMHEALTHSQUARE

Join the conversation shaping the future of care with CharmHealthSquare, an exclusive Slack-based community designed for verified providers using CharmHealth EHR with eRx/EPCS enabled. Built as a secure, members-only space, CharmHealthSquare connects you with a trusted network of peers to collaborate, learn and grow in real time.

Why join CharmHealthSquare?

Peer-to-Peer Collaboration

Discuss real-world cases, share insights, and get input from fellow providers across specialties

Specialty-based Channels

Engage in focused conversations tailored to your field and interests

Professional Development

Gain exclusive access to our webinar series featuring expert speakers who share practical strategies

Early Access to Betas

Be the first to explore beta releases, test new features, and provide direct feedback to our team

If you already have eRx/EPCS enabled, you can log in directly using your CharmHealth EHR credentials and start engaging today.

JOIN THE COMMUNITY

Applications Now Open

2026 CHARMHEALTH INNOVATION CHALLENGE

We're inviting bold, visionary startups to showcase technologies that are transforming the digital health landscape. This is your chance to pitch in front of healthcare providers and industry leaders, gain invaluable exposure, receive mentorship from top investors, and compete for exciting prizes.

The categories are:

Mobile Health Apps
Hardware Accelerated AI
Population Health
Healthcare Accessibility
Tech Led Innovations
Agentic AI

If you're building a solution that can shape the future of healthcare, we want to hear from you.

APPLY NOW

Blogs

Closing the Gaps in LTPAC: Our Integration with MatrixCare

Manual data entry shouldn't stand in the way of patient care. Our partnership with MatrixCare allows consulting providers and facilities to stay aligned with automated record syncing. No more chasing down charts, just complete, current information when it matters most. Learn more about the integration in the blog.

READ NOW

AIThority Interview with Pramila Srinivasan, Ph.D, CEO of CharmHealth

AI is transforming healthcare, but only if it's built around real clinical needs. In this interview with AIThority.com, our CEO Pramila Srinivasan, Ph.D shares how we're designing AI-driven solutions that simplify workflows, reduce administrative burden, and help providers focus on patients, not paperwork.

READ NOW

What's New


Billing Enhancements	CharmEasyCare Enhancements
We are excited to announce several enhancements to the billing module designed to improve efficiency and streamline key billing workflows. Real-Time Eligibility Enhancements: Real-Time Eligibility allows the practices to verify a patient's insurance coverage with the payer before the visit. Enhancements to the E-Claims Add on: Practices can now request the e-Claims add-on and also provide the required details for the Clearinghouse account setup in a single step.	We are excited to introduce a few enhancements to CharmEasyCare, designed to help your practice manage patient consultations with ease. Additional Filter Options for Patients: Patients can now use additional filtering options when booking appointments through the CharmEasyCare enabled practice website. Manage Provider Listing in CharmEasyCare Calendar: Practices can now manage Provider visibility in the CharmEasyCare Calendar with greater flexibility.
LEARN MORE	LEARN MORE

Build Wealth Beyond Medicine

HOW PHYSICIANS CAN BUILD TAX-EFFICIENT WEALTH

This webinar has been postponed to Wednesday May 6, 2026 at 12PM PST. If you previously registered for this webinar, please check your email for the updated registration.

Join Param Baladandapani, MD, the CEO of Generational Wealth Capital, for an insightful webinar on how physicians can use real estate investing to built passive income, reduce tax burdens, and create long-term financial freedom- without leaving clinical practice. Drawing from her own experience building a multi-million dollar portfolio while practicing medicine, Dr. Baladandapani will walk through practical strategies designed specifically for busy healthcare professionals.

In this webinar, you'll learn how to:

Build reliable passive income streams through real estate investments
Use tax-efficient strategies commonly available to real estate investors
Identify high-potential investment opportunities and evaluate risk
Develop a long-term wealth strategy that complements your medical career

Whether you're new to investing or looking to grow an existing portfolio, this session will give you actionable insights to start building wealth beyond your clinical income.

Weekly Webinars

GROW YOUR PRACTICE WITH CHARMHEALTH

EVERY MONDAY | 10AM-12PM PST

Discover how CharmBillerPro can simplify complex, billing processes and support more efficient, accurate revenue cycles, every Monday.

EVERY TUESDAY | 10AM-12PM PST

Want to build with CharmHealth? Join our Tuesday API sessions to get hands-on guidance for developing powerful, interoperable solutions.

EVERY WEDNESDAY | 10AM-12PM PST

Already billing in CharmHealth? Join our Wednesday sessions to streamline your processes and put workflow automations that work for you.

EVERY THURSDAY | 9AM-11AM PST

Join us on Thursdays to walk through setup and best practices for your CharmHealth-Optum integration.

EVERY FRIDAY | 10AM -12PM PST

New to CharmHealth? Join us on Fridays to go over the step by step process of getting your account ready to use and start practicing.

RESOURCES

Subscribe to our YouTube channel. Our newest video goes over our integration with Surescript's Record Locator and Exchange (RLE).

WATCH NOW

Get Answers Quickly

Got questions? Try searching our Resource Center. Simply type in a question and access all the available information immediately.

We are proud to be listed in Business Intelligence Group's 2024 Excellence in Customer Service, GetApp's 2025 Category Leaders in Medical Billing, e-Prescribing, and Telemedicine, Software Advice's 2026 Front Runners in Medical Billing, Electronic Medical Records, and Medical Practice Management, and Capterra's 2026 Shortlist for Medical Billing and Electronic Medical Records.

A special thank you to our practices for your reviews and patronage. We are continuously dedicated to enabling quality healthcare for all.

CharmHealth EHR is certified for MU 2015 Edition Cures Update. The Office of the National Coordinator for Health Information (ONC) has mandated the EHRs to adhere to the 2015 Edition Cures Update requirements. This certification enables CharmHealth providers to obtain incentives from federal programs and improve patient outcomes.

Have comments or suggestions on an article? Drop us an email at newsletter@charmhealth.com.
We'd love to hear from you!

CharmHealth, 5912 Stoneridge Mall Road, Pleasanton, CA

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